Sync Attachments to the Cloud

How to enable cloud synchronization for files that you send to your clients.

Sync attachments to the cloud so you'll always have a copy of the files that you're sending to your clients or attaching to the Requests.

Note: This is not an account-wide setting and has to be set up per User

See our other guides:

  • Manage the Cloud Sync for an existing Invite here

  • Integrate with OneDrive here

  • Integrate with Google Drive here

  • Integrate with OneDrive Business here

  • Integrate with Dropbox here

See in this guide you will learn how to:

  • Sync attachments to the cloud

1. Go to Settings > Preferences in the main menu

 

2. Go to the File Options tab

3. Enable syncing attachments to the cloud by clicking on the switch; blue means it's turned ON.

 

4. Don't forget to click on Save Settings

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